Boston, July 19, 2017 – Account aggregation technology has experienced a revival, driven by the shift from commission-based sales to fee-based advisory services. Additionally, the recent robo-advisor phenomenon and general digitalization of financial advisor practices are driving further adoption, as aggregation is being used to engage prospects. Will financial advisors who do not encourage all clients to use account aggregation risk missing growth opportunities for their practice?

This Impact Report focuses on the benefits of account aggregation technology for advisor practices. It is based on a Q2 2017 online survey of 369 U.S.-based financial advisors.

This 27-page Impact Report contains 24 figures. Clients of Aite Group’s Wealth Management service can download this report, the corresponding charts, and the Executive Impact Deck.